Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.691 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 51666.68 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48467.62 Kr¶
PnL: ---------------------------------------> -619.95 Kr¶
DD now: ---------------------------------> -0.535 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 13:10:30.229892'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HMS Networks | 2 | 3.030000 | 802.000000 | 129.000000 | 19.170000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.030000 | 3568.160000 | 114.160000 | 3.310000 | 3453.999992 |
| FM Mattsson Mora Group B | 54 | -3.790000 | 3294.000000 | 114.000000 | 3.580000 | 3180.000006 |
| HEBA B | 70 | 1.960000 | 2726.500000 | 90.500000 | 3.430000 | 2636.000010 |
| SAAB B | 8 | 1.360000 | 3463.200000 | 86.200000 | 2.550000 | 3377.000000 |
| Swedbank A | 3 | 2.590000 | 616.800000 | 52.800000 | 9.360000 | 564.000000 |
| Fasadgruppen Group | 38 | 0.550000 | 4187.600000 | 46.600000 | 1.130000 | 4140.999992 |
| MedCap | 2 | 0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| Resurs Holding | 22 | 0.830000 | 616.440000 | 42.440000 | 7.390000 | 573.999998 |
| AcadeMedia | 12 | 0.530000 | 594.480000 | 37.480000 | 6.730000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.500000 | 389.400000 | 34.400000 | 9.690000 | 355.000000 |
| Intrum | 4 | 2.190000 | 551.200000 | 24.200000 | 4.590000 | 527.000000 |
| Norva24 Group | 16 | -1.670000 | 566.400000 | 23.400000 | 4.310000 | 543.000000 |
| OEM International B | 7 | 1.290000 | 549.500000 | 21.500000 | 4.070000 | 527.999997 |
| Securitas B | 6 | 2.410000 | 585.840000 | 15.840000 | 2.780000 | 570.000000 |
| Eastnine | 4 | 1.120000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Coor Service Management Hold. | 8 | 0.970000 | 539.200000 | 7.200000 | 1.350000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.920000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.780000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Karnov Group | 9 | -0.500000 | 537.300000 | 1.300000 | 0.240000 | 536.000004 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.280000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Corem Property Group B | 59 | 1.990000 | 574.950000 | -2.050000 | -0.360000 | 576.999999 |
| Midsona B | 63 | 0.770000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Boozt | 12 | 1.100000 | 1648.800000 | -5.200000 | -0.310000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 0.460000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| CTEK | 13 | 1.660000 | 508.170000 | -25.830000 | -4.840000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.530000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Essity B | 2 | -1.500000 | 537.200000 | -36.800000 | -6.410000 | 574.000000 |
| Vivesto | 1368 | -1.900000 | 550.210000 | -62.790000 | -10.240000 | 612.999432 |
| Essity A | 4 | -1.280000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| OX2 | 22 | 4.540000 | 1850.200000 | -138.800000 | -6.980000 | 1989.000002 |
| Beijer Electronics Group | 27 | -1.980000 | 2943.000000 | -141.000000 | -4.570000 | 3083.999994 |
| Axfood | 15 | -3.240000 | 3903.000000 | -397.000000 | -9.230000 | 4300.000005 |
| Ovzon | 64 | -0.190000 | 3392.000000 | -604.000000 | -15.120000 | 3996.000000 |
| TOTAL | 48467.620000 | -619.950000 | -0.53461% | 49087.564636 |
Updated:¶
'2023-02-01 13:10:43.135116'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
